How the Yuan and Yen Are Driving Emerging Market Divergence

In this episode of The Global Economy Podcast, Lucas and Luna drill into a striking divergence in emerging markets: the yuan is strengthening while the yen weakens past 160 per dollar. They examine how China's capital controls and export strategy are supporting the yuan, while Japan's ultra-loose monetary policy drives yen depreciation. The hosts connect these currency moves to real ETF performance — China ETFs are up 2.8 percent this week while South Korea ETFs have crashed over 10 percent. They explore what this means for trade balances, supply chains, and investors in the second half of 2026. A focused look at two currencies reshaping global capital flows. #Yuan #Yen #China #Japan #EmergingMarkets #CurrencyWars #FXI #EWY #TradeBalance #ECB #Lagarde #LaborForce #ETF #GlobalEconomy #CurrencyDivergence #FexingoBusiness #BusinessPodcast #Economics Keep every episode free: buymeacoffee.com/fexingo